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Invesco FTSE RAFI US 1500 Small-Mid ETF

289 hedge funds and large institutions have $959M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
151
Kovack Advisors
Florida
$313K
William Blair & Company
152
William Blair & Company
Illinois
$312K
FA
153
Fermata Advisors
California
$310K
AssetMark Inc
154
AssetMark Inc
California
$309K
MWM
155
Mascoma Wealth Management
New Hampshire
$309K
LWM
156
Lyell Wealth Management
California
$308K
CC
157
Courier Capital
New York
$307K
MGIA
158
Moneta Group Investment Advisors
Missouri
$305K
PFP
159
Pinnacle Financial Partners
Tennessee
$304K
FA
160
Financial Alternatives
California
$304K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$303K
SOS
162
Silver Oak Securities
Tennessee
$293K
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$290K
RFC
164
Regions Financial Corp
Alabama
$284K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$276K
PWP
166
Principle Wealth Partners
Connecticut
$273K
EWM
167
Empirical Wealth Management
Washington
$272K
EW
168
Evoke Wealth
California
$271K
SWA
169
Sightline Wealth Advisors
Connecticut
$264K
CAM
170
Cidel Asset Management
Ontario, Canada
$263K
Brown Advisory
171
Brown Advisory
Maryland
$260K
CA
172
CoreCap Advisors
Michigan
$260K
Empower Advisory Group
173
Empower Advisory Group
Colorado
$258K
SSWM
174
Sheets Smith Wealth Management
North Carolina
$258K
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$252K